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MRSH

Marsh
MRSH

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
1301
Appleton Partners
Massachusetts
$211K +$4.21K +19 +2%
UFF
1302
USA Financial Formulas
Michigan
$211K -$162K -731 -42%
UW
1303
Unique Wealth
Florida
$211K +$16.6K +75 +8%
GWMR
1304
GC Wealth Management RIA
Massachusetts
$210K +$4.44K +20 +2%
WA
1305
WPG Advisers
Maryland
$209K +$219K +986 New
MAM
1306
McLean Asset Management
Virginia
$207K +$1.55K +7 +0.7%
RPGK
1307
Retirement Planning Group (Kansas)
Kansas
$207K +$216K +973 New
NCTC
1308
New Covenant Trust Company
Indiana
$205K -$5.77K -26 -3%
BPW
1309
Bingham Private Wealth
California
$205K +$214K +966 New
SWA
1310
Sax Wealth Advisors
New Jersey
$204K +$3.99K +18 +2%
FP
1311
Fiduciary Planning
Florida
$204K +$2K +9 +0.9%
SC
1312
Stance Capital
Massachusetts
$203K +$212K +956 New
BA
1313
Bristlecone Advisors
Washington
$202K – – –
SVWAG
1314
Sound View Wealth Advisors Group
Georgia
$202K +$211K +949 New
RP
1315
Riverwater Partners
Wisconsin
$201K -$222 -1 -0.1%
ANBT
1316
American National Bank & Trust
Texas
$195K +$6.43K +29 +3%
PPA
1317
Painted Porch Advisors
California
$190K +$64.3K +290 +48%
AF
1318
Advisornet Financial
Minnesota
$185K -$196K -885 -50%
LSA
1319
Leonteq Securities AG
Switzerland
$183K -$630K -2,840 -77%
IBOK
1320
Independence Bank of Kentucky
Kentucky
$183K – – –
CCM
1321
Chilton Capital Management
Texas
$177K – – –
FA
1322
Fedenia Advisers
Wisconsin
$177K +$185K +833 New
HWM
1323
Hemington Wealth Management
Virginia
$163K +$10.6K +48 +7%
DJSG
1324
D.J. St. Germain
Massachusetts
$160K -$5.55K -25 -3%
PCFFS
1325
Pacific Center for Financial Services
California
$160K +$136K +615 +452%
51 52
53
54 55